Don’t Bother Reading This If It’s 2019

Don’t expect the same old things to work when it comes to tax planning starting this year. Richard & I are also making some changes to our investment and business life. I’ve always liked the idea of different profit centers. Right now, we have 3. I want to expand that to 6 and increase the profitability of the others. For sure, two of them.

To do that, I need to make some time available. That’s one reason why I’m making a pretty big change to our tax practice. There is a second reason, too, that I’ll tell you about in a minute. First of all, here is the change. On December 1, 2018 (Saturday), the price for private consultations goes up. That’s for one month. December 31, 2018 will be the last day I sell private consultations. From 1/1/2019 forward, I’m just going to work with our clients. They will still have the same unlimited consultations available with their USTaxAid Services and private consultations available with me at a discounted price. I’m just not going to do this anymore with people outside our tax practice. If you go to https://www.ustaxaid.com/consultation/ and buy a consultation now, before December 1, 2018, you’ll pay $500. On December 1, 2018, the price goes to $750. On January 1, 2019, the option goes away. Gone. I’m not bringing it back for people outside our practice. After that date, if you want a private consultation with me, you’ll need to first become a client. Then we have a consultation and decide if it’s a good fit for both of us. But you have to make the commitment first.

When you sign up for a consultation before the end of the year, you will have one year from the sign-up to have your consultation. There are 5 appointment spots available every week. But it is first come, first served and they do book up, especially in busy times like right now. (The end of the year is always busiest for tax strategists.) If this is something you’re considering, don’t wait. Go to https://www.ustaxaid.com/consultation/ and buy before the end of the year. If you’re not sure if it’s right for you, give Richard a call at 888-592-4769 or drop him an email at Richard@USTaxAid.com

I know that I’m going to get asked why I’m going to only work with clients. There is one big reason. The best strategies in the world don’t mean a thing if they aren’t properly implemented and then reported. There are three steps to good tax planning: strategy, implementation and compliance (tax reporting). People get in trouble when they try to combine all the steps. For example, I guarantee there will be people trying to get us to just prepare their tax returns next spring. That’s because they’ll suddenly find out they owe thousands, maybe tens of thousands extra in taxes. “The tax preparer did something wrong!” Nope. You did.

You didn’t plan. You can’t plan an event AFTER the event is over. Can you imagine? Let’s say you’re getting married next month, but you’re too busy to plan the wedding until spring. How do you think that will work out? Having an event with no planning and then doing the planning. Obviously, that’s a silly example. Don’t be silly. You HAVE to plan ahead.

But it doesn’t end there. The best plan in the world doesn’t work if it’s never implemented. Or if it is implemented and the tax preparer doesn’t follow it, then you’re still screwed. I want to spend my time and energy working with people who are committed to their own success. I can’t want this more than you want it for yourself.

I totally understand if you don’t want to change unless you have to. But if you decide to, then fully commit. Meanwhile, like I said, if you want a consultation only, take action now. Quickly. They go away 1/1/2019 unless you are a client.

There are a lot of changes coming when it comes to taxes. We’re going to be making some changes as well. Want to follow the journey? Make sure you stay signed in to receive emails and read the blogs at USTaxAid.com. You’ll find tax updates and alerts plus some real-life stories of what works and what doesn’t.

This holiday season is often a time of reflection. What do you value most? Where do you want to put your time and energy? What works? What doesn’t work? If one of the things that isn’t working is a feeling of being out of control of your finances and taxes, then we might be able to help. Give Richard a call at 888-592-4769 if you’re ready to make a change. Maybe we can help.

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In 2017, I became an Enrolled Agent(EA), considered one of America's Tax Experts. However, the one thing I learned becoming an EA is how much we don't know and being one of America's Tax Experts you have to constantly keep learning. I search everywhere for the best opportunities to learn more about business and real estate taxation. I wanted the most current and updated information so I can provide the best level of service to my clients. When I learned that Diane Kennedy had a twice a month coaching program that gives you the most updated information about the niche I service. This was a no-brainer! Twice a month I get access to one of America's top author and expert on business and real estate tax topics. If you are on the fence about signing up for coaching. You need to hop off and join!

C Samaniego, California

I love, love, love your twice-monthly coaching program! You pack more info into that half hour than day-long seminars I’ve attended! I always download the home study course and the recording so I can go over it a few more times before your next coaching session– and I find that I still pick up some additional strategies then. I know how much work and research you put into each coaching session and home study course, and it does not go unnoticed. Thank you!

Myriam M.

Thank you for your Saturday consult, Diane. It certainly cleared the muddiness in my decision re Sub S election. I learned more from you in 30 minutes than I learned from my past year with the big accounting firm that I use! I get vague answers to specific questions from them but I really felt your answers were focused, actionable, and specific. Thank you again.

Pat S, Iowa

Congratulations on publishing an important and wonderful book.

Kristen D.

Wow, EXCELLENT coaching session! You packed a lot of "meat" into this 30-minute coaching call. I will be re-listening and re-reading the Home Study course numerous times for this topic. Thank you, Diane!

Myriam M

I am absolutely floored by Diane Kennedy's breadth of experience when it comes to the entirely too complicated US tax code! She has reduced my businesses tax bill by MILES and has actually, somehow, gotten us a refund! For the record, our international business turns over $80 million annually! She is very responsive to all of my queries and is just an absolute pleasure to work with. I really don't know what we would do without her and her team. Thank you Diane and USTaxAid!!!

A VERY happy client!

Please tell Diane she is fantastic. I really enjoyed talking to her and her knowledge is amazing. It is very helpful to have her guidance.

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Thank you for your great books and information.

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I can take all that I learned and apply it to my business, improve efficiency and create more with less!

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Diane, You have made and saved me tons of money over the last 5 years!

Greg M, Camden, IN

I have initially heard Diane's name from the podcast series called "Lifetime Cashflow Through Real Estate Investing" offered by Rod Khleif. To say Diane offered a lot of valuable tips during the podcast is an understatement! She touched upon such important and valuable topics as cost segregation, things to look for in a property inspector, write off when filing income taxes, and etc. I then went ahead and jumped on Diane's website USTaxAid.com. After reviewing just a handful of Diane's articles, I have found myself emerged into reading up and following up further on such important topics for any investor as itemizing deductions, searching for big cash-flowing properties under the new administration and much much more. I'm really excited about finding Diane's site and making a good use of her blog posts and articles. I hope other real estate investors will benefit from it as well! Thank you Diane!

Alina T

Diane, You're such a wealth of knowledge.

Lana K, Fairview, OR

Thank you for writing from the heart. You challenged me today, supported my dream and helped me move forward.